Import contacts from GoldMine

Importing GoldMine contacts

In GoldMine, do the following:

  1. Go to Tools > Import/Export Wizard > Export Records.
  2. Select "Export to a new file" and "ASCII file type".
  3. Click Next.
  4. Select a filter or all the records that you want to export.
  5. Highlight the specific fields you also want to export and click "Add field".
  6. Define where you want to save the file.

Next, prepare the file and import into your account.

  1. Open the saved file in Excel.
  2. Go to File > Save as and save as a .csv file.

Your file is now ready to upload into Purlem.